Unable to schedule open tickets orders

[RussB]

Hi Guys 

tearing my hair out here (lol) . I own a fish and chip shop in the UK. A good proportion of our clients are more mature and opt to phone in their orders to us and pay on arrival/collection. 

Ok, so we installed open orders and started taking orders, however we soon realised we could only input a name and a note and could not schedule a date/collection time. The only work around we could do was to put that info as a text line against the name so that it showed up on the receipt.

Surely we can enter a date and time on the order!

Your help would be greatly appreciated 

Thanks

Russ

[JJ_]

Hello there, @RussB 

At this time, to create orders outside the Square Dashboard, you will need to make sure that your Square App (on iPad) or Square Register is in the Full Service, Quick Service or Bar Modes or be on the Square for Restaurants app. 

From the Square Point of Sale app with full service, quick service or bar mode enabled or from the Square Restaurant POS app:

To add menu items to an order from the Square Restaurants POS app:

1. tap New Sale and start adding menu items to the bill.
2. tap Checkout to start the payment process.

To create an order from your floor plan:

1. from the floor plan view, tap the desired table.
2. choose the number of covers seated at the table.
3. take your guests’ orders and start adding menu items to the bill.

From the Square Point of Sale app with retail mode enabled or from the Square Retail Point of Sale app:

1. From your Point of Sale app, go to Checkout.
2. Tap Add customer to add an existing or new customer.
3. add items to basket, then tap Check out.
4. tap (•••), then select the fulfilment method: In-store, Shipment or Pick-up.
5. Tap Save.
6. For each fulfilment method:
   • In-store: no further details needed.
   • Shipment: tap Add shipment details to add a new or existing customer, the relevant delivery address, and an optional shipment note).
   • Pickup: tap Add pickup details to add a new or existing customer and pickup details (pickup time, location and an optional pickup note).

to edit, tap (•••) again to Edit shipping/pickup details, Change fulfilment location or Edit fulfilment method.

Learn how to manage cross-location orders with Square for Retail.

From the Square POS app with standard mode enabled or from the Square POS app:

1. go to Checkout.
2. add items to the current sale.
3. tap Review sale > Schedule.
4. add an existing customer to the sale or tap Add Customer to create a new customer profile.
5. Select an order type (Pickup or Click and Collect). tap Next.
6. Select a Pickup location and time.
7. tap Done.
8. tap Charge to continue the checkout flow.

You can find more information here.

Let me know if you have any other questions or if you're still unable to Create Orders for your customers.

[RussB]

Hi JJ

Thanks for diving in. Must be honest I dont think I am explaining myself properly. 

Our order POS in standard mode, and as you say, can give the phone “order” a customer or name (via the telephone),

add items and click review sale to add a pickup time and date.

however… we don’t want to charge them at that moment (they are often seniors who prefer to pay either by card or cash in person at the time of collection) on pressing the charge button to save the order i do not have the option to “pay on collection” 

the only way i can save it is via a “ticket” which dumps the pickup times

Help please 

Many Thanks

Russ

[RussB]

Hi @JJ_ 

any further thoughts. Or is this something that you feel is beyond the scope of (me lol), square at this particular time

Thanks again for your attention

[Eddiemunster]

Hi @RussB unfortunately this is a requested upgrade that hasn't been addressed yet.  A lot of square users are in the same boat.  I assume you are trying to put the orders in the correct order on the system so it shows on a KDS screen?  If not we save the ticket with the customers name and pickup time and put the printed tickets in order on our docket rails above our prep stations.  This may be an interim solution until square fixes this issue.  

[RussB]

Hey Eddiemunster thank you for replying & putting me out of my misery.

TBH i thought I was going bananas lol. Yep it’s a KDS thing, mainly, and we are doing exactly as you said for redundancy.

Don’t suppose you have Squares ear at tech by any chance?

thanks again

[Eddiemunster]

Sorry @RussB if I had an ear for someone at square tech this would have been done a long time ago.  I've been using square for 8+ years and this has always been an issue.  They brought in scheduling orders but the customer had to pay over the phone, and so if they wanted to pay cash or if you felt reading out and checking a credit card number was too time consuming etc, square has no way for you to operate, schedule orders, organise orders on a KDS screen.  The only solution is to go manual. Put the customers name and pickup time on the docket, even had write it if you have to, and use a docket rail-so old school.  We are a Pizza restaurant and food trucks and have exactly the same problem.  Most customers order online, but at some of our food truck locations the older generation prefer to call.  Probably 25% of our orders are phone calls.  So we still run printed dockets and docket rails, however, we also run a manual timing sheet that we use a whiteboard marker on, so we can make sure we are not over promising orders.  We can cook 4 pizzas every 5 minutes in our wood fired ovens so we have a chart that we cross off the pizzas slots to ensure we are not promising too much and then we can keep an eye on how far out our orders are.  Hope that helps for now-I do hope square fixes this soon!

[tulanejeff]

I agree this would be a worthy feature of the Orders workflow. Pickup orders should have the ability to schedule with a date and time just like online orders.